Author: Sydney Niles

5 Expensive Long-Term Care Planning Mistakes to Avoid

The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care may be confusing. To safeguard your finances, try to avoid these expensive mistakes. 1. Don’t Assume You Don’t […]

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5 Emergency Savings Tips for Building a Financial Safety Net

From unemployment to a sudden health crisis to a crippling accident, being financially prepared for life’s many challenges may smooth the road ahead. Whether you are just starting out or have been working toward financial health for years, there are a few key steps you may take now to help construct your financial safety net. […]

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Figuring Out a 401(k) Strategy That Works for You

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk (but like everyone you’re hoping that your holdings will increase in value). One of the most challenging aspects of investing involves matching your tolerance for risk with your […]

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3 Ways To Improve Your Finances for Self-Improvement Month

September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or career but may pay little attention to your finances. Getting your financial health in order may help alleviate stress and give you some breathing room to improve your life […]

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High Earning Women and Wealth Management

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the newest face of wealth and will increase their net worth even more. High-earning […]

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5 Ways Senior Citizens Can Invest Their Savings

Even if you are already retired, it doesn’t mean you should stop trying to grow your savings. Inflation, unexpected medical bills, and changes to your lifestyle or family may result in the need for additional income than you initially anticipated when planning your retirement. While investing is one of the quickest ways to grow your […]

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3 Golf Tips to Keep Your Retirement Plan on Course

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Here […]

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It’s Never Too Late to Improve Your Financial Awareness

Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up with your financial education and awareness so that you will be able […]

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A Financial Planning Guide for Families with Disabilities

About 61 million adults in the U.S. live with a disability. Many of these disabilities are serious enough to impact a person’s daily life.1 There may be financial benefits available to those whose disabilities leave them unable to hold down a job. However, these benefits may come with strict rules and regulations, such as limits […]

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Acquaint Grown Children with Your Financial Affairs

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate […]

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4 Sandwich Generation Survival Tips

Members of the “sandwich generation”—those taking on the care of their aging parents while also raising children or financially supporting adult children—may feel stressed and overextended. Most current sandwich generation members are Gen X or millennials. Some are still dealing with their student loan debt as they try to help their children navigate college selection […]

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